Sales Markets

Overview

The Sales Markets module allows you to define and organize the commercial areas in which your organization operates.

Sales Markets structure your sales operations across:

Geographic regions
Business segments
Organizational responsibilities

Each Sales Market defines a commercial context by combining currency, validity period, and regional hierarchy.

💡 This ensures that sales activities are consistent, structured, and aligned with market-specific conditions.

Access Path

Sales Management → Sales Markets

Sales Markets – Landing Page

The landing page displays all configured Sales Markets.

Each record represents a commercial Market definition used across the sales process.

Available Information

Field	Description
Name	Sales market identifier (e.g., Europe, USA)
Companies	Organizational scope (e.g., Tenant-Wide or specific companies)
Currency	Default currency of the market
Start Date / End Date	Market validity period
Status	Current state (e.g., Active)

Creating a Sales Market

Step 1: Click “Add Sales Market”

Step 2: Define General Information

Field	Description
Name	Sales market name
Companies	Scope of the market
Currency	Currency applied to the market
Start Date	Activation date
End Date	Optional expiration date

💡 If no End Date is defined, the market is considered active indefinitely.

Step 3: Save

Click Save or Save and New

Sales Market Detail View

Main Fields

Field	Description
Name	Sales market identifier
Companies	Organizational scope
Currency	Market currency
Start Date / End Date	Validity period
Status	Market status (e.g., Active)

Regions

Each Sales Market can be divided into Regions, allowing a structured organization of responsibilities and teams.

Region Configuration

Field	Description
Name	Region name (e.g., North America, South America, Portugal, Spain)
Code	Internal or company reference
Manager	Responsible for the region
Supervisor	Oversight role
Team	Assigned team members

Region Structure

Regions can be organized hierarchically (parent/child)
Sub-regions can be created using Add Child
Multiple levels of hierarchy are supported

💡 This allows detailed segmentation such as Country → Area → Sub-area.

Available Actions

Add New → Create a new region
Add Child → Create sub-regions
Remove → Delete selected regions
Expand / Collapse → Manage hierarchy visualization

Key Functional Behavior

Each Sales Market defines a currency context used in sales processes
Markets are time-bound, controlled by Start and End Dates
Regions enable:
- Assignment of responsibilities
- Team organization
- Structured reporting
Hierarchical regions support:
- Multi-level segmentation
- Scalable organizational structures

Best Practices

Use clear and consistent naming (e.g., Europe, North America)
Define markets according to real commercial segmentation
Assign managers and teams to ensure accountability
Use hierarchy to reflect real operational structures
Keep validity dates updated to avoid outdated markets

💡 Tip

If regions or assignments are not available:

Check that:

The Sales Market is Active
Required fields (Name, Currency, Start Date) are filled
You have the correct permissions to manage regions

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